Truist Financial
IGA

Truist Financial’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Truist Financial’s Portfolio IGA Stock Details IGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-14,281
Closed -$117K – 2490
2020
Q2 		$117K Buy
14,281
+1,800
+14% +$14.5K ﹤0.01% 2280
2020
Q1 		$96K Buy
12,481
+440
+4% +$4.24K ﹤0.01% 2254
2019
Q4 		$126K Buy
+12,041
New +$125K ﹤0.01% 2404

Other funds holding IGA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Truist Financial's IGA Position: Q3 2020 in Review

Truist Financial sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q3 2020, closing a stake of 14,281 shares — an estimated $117K sold.

Truist Financial first reported a position in IGA in Q4 2019 and held it in 3 quarters. The position peaked at $126K in Q4 2019. 43 funds tracked by Wall St. Rank hold IGA as of Q3 2020.

  • Truist Financial reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q3 2020 after selling out during the quarter.
  • Truist Financial sold 14,281 Voya Global Advantage and Premium Opportunity Fund shares in Q3 2020, an estimated $117K.
  • Truist Financial first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2019 and held it in 3 quarters.
  • Truist Financial's Voya Global Advantage and Premium Opportunity Fund position peaked at $126K in Q4 2019.
  • 43 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2020.

Based on Truist Financial's 13F filing for Q3 2020, filed 13 Nov 2020.